Financial Processes

1. Purchasing Supplies

  • Obtain a Purchase Order (PO) number via FileMaker Pro and place the order.
  • On
    the PO requision form, complete all relevant sections as well as quote
    a correct account number to which you plan to charge the expense.
  • When you receive the item, fill out the "receved by" box immediately.
  • See Ordering Procedures.

2. Reimbursement

3. P-card (purchase card)

  • P-Cards are restricted access. See Sophie Day.
  • Once you start using the P-card, you need to review and approve your transactions every week before Thursday 4pm.

NOTE

When you book a flight, please use ExpediaCorporate.com
(our preferred vendor). If you see other vendors offering more
competitive rates, please print out the Expedia rates as well to prove
the most competitive rates of the same date.